Supporters of Charging Pile

Author:Source:Datetime: 2016-11-09 11:25:35

As we all know, the policy has been to support the development
of charging pile in fact there are a lot of.

The "electric vehicle infrastructure development guide
(2015-2020)" is the release of the confidence of some investors.

The guidelines proposed in 2020, the country will add a
centralized charging stations 12 thousand, distributed charging pile 4 million
800 thousand, to meet the needs of the country's 5 million electric vehicle
charging. The future of new residential parking will need to build supporting
charging pile equipment, it like a new solar backup generator.

In addition, by 2020, to give priority to the construction of
public transportation, rental and sanitation and logistics and other public
services charging infrastructure, add more than 3850 bus charging station, 2500
taxi charging station, 2450 sanitation logistics and other special vehicles
charging station.

Moreover, in the transportation hub, a large recreational and
sports facilities, city green space, large buildings built with parking lot,
roadside parking spaces and other city public parking places, built more than
2400 city public charging stations and 500 thousand decentralized public
charging pile.

Some observers according to the "guide" estimates,
2020 charging pile industry will be more than 100 billion.

The policy behind is certainly good, but the China energy
network to remind readers, what policy itself is not wrong, the policy level
has the obligation to clear planning and supporting industry in the initial
period of investment in terms of stimulating.

However, as the main body of the market, enterprises must pay
attention to the other side of the policy "cruel". Hundreds of
billions of market space, whether all the charging plate enterprises have the
ability to eat? Large scale investment and uncertainty of the recovery period
and the rate of return will bring to the enterprise what kind of challenge?

From the solar
power generator and wind
power industry is the best. Fresh is, when the market is good, do clothing,
mineral, and even the capital of the glasses are coming in to the photovoltaic
industry. It can be said that the local government and the bank has become an
important contributor to fatten up "the new energy industry. A thriving
time, the risk has been piling up.

From the beginning of 2011, a sudden turn for the worse
situation, China wind power and photovoltaic industry status in the global
supply chain, will soon be quickly back to the original value. After a few years,
a large number of enterprises closed down for the price, the two industries are
gradually breathing.

In the meantime, the past policy risk aggregation outbreak
release, so many companies have no difficulty hovering on the edge of life and
death.

From this perspective, there is a need to close attention to
the room for maneuver in the future policy.

But as we all know, the money is not easy to earn money. China
energy network according to the comprehensive interview with the parties
expected: within 2 years, there is no charging pile companies can really make
money; within 5 years, few can make money; after 5 years will be a real profit
turning. The problem is - 5 years later, some enterprises can still survive it?

There is an awkward focus need attention: for operators, the
market volume of public charging pile is not big. By 2020, the field of public
charging, remove the bus, taxi, sanitation and other vehicles, a user with 4
million passenger size calculation, electricity charge service fee of 0.5 yuan,
a year and the charging operating income of only 1 billion 200 million yuan.

1 billion 200 million yuan of industrial scale, to support much
of the investment? Public charging pile industry in a short period of time the
influx of a large number of capital, perhaps soon will be a bubble, speculation
concept, short-term speculation will emerge.

In accordance with the market recognized price, a slow charge
of public charging pile in the average price of 20 thousand yuan, fast charging
pile costs between 100 thousand -20 million. A charging station with more than
and 10 charging piles, not the cost of land use, infrastructure, power
distribution facilities, operations and other costs will be more than a few
million dollars. Only rely on the charge of charging 0.5-0.8 yuan for the
revenue source, want to recover the cost and profit, a long time span.

Moreover, the public charging pile market is a pure incremental
market, in order to cover operations, management and depreciation of fixed
investment and other costs to achieve profitability, the need for scale
support, to reach a balance point.

The high cost of the initial investment, short time can not be
profitable, determine the importance of the business model. At present, each
participating in public charging facilities construction and operation of
enterprises, are exploring innovative models, such as the new energy vehicles
sales, leasing, maintenance and maintenance and other value-added services to
include. Fuden technology will be charging station operators and new energy
automobile lease business combination, launched the "small car" of
its business.

Jiangsu million to help the stars charge for public charging
pile operating platform to raise the public to raise the size of the site to
raise the size of the charging station. Shenzhen is relying on the Internet
technology, the laying of charging piles in the country, charging stations,
connected to a full range of three-dimensional network, through the software
App to achieve one stop charging service.

Careful analysis can be found, by combining with the Internet,
has become widely used in the way companies are charging pile, tgood, aotexun,
Ding shares, the constant electrical charging pile and many other enterprises
engaged in extensive layout in the "Internet + charging facilities".

In September this year, the new energy vehicle charging
integrated service operators, electric stake, the company announced that the
music network to get tens of millions of dollars A round of financing, the two
sides said it will jointly promote the electric vehicle intelligent charging
equipment, the charging pile is like a small solar generator. This cross-border investment, which caused a sensation in the
capital market. "Electric pile" company the largest promotional
highlights is "Internet plus".